My Portfolio Guide, LLC

My Portfolio Guide, LLC (CRD# 153188) is a financial advisory firm headquartered in Seal Beach, CA. They manage $48,000,000 in 265 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $181,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at My Portfolio Guide, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew R. Blake
CRD#: 3069970
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
93
Wealthminder
score

Matthew Blake (CRD# 3069970) is an Investment Advisor Representative working at My Portfolio Guide, LLC in Seal Beach, CA and has over 18 years of experience in the finance industry.

2
Vladimir M. Pixa
CRD#: 2484827
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
93
Wealthminder
score

Vladimir Pixa (CRD# 2484827) is an Investment Advisor Representative working at My Portfolio Guide, LLC in Seal Beach, CA and has over 18 years of experience in the finance industry.

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